TaxGuyBill
Level 15

Create a questionnaire for the taxpayers to fill out and sign.

It should list the qualifying reasons, the qualifying dates, and ask how many days they could perform their self employment due to those reasons (see the Instructions for lines 1 & 2, and also line 25 of Form 7202).

https://www.irs.gov/pub/irs-dft/i7202--dft.pdf